Create Zoho Books customers from new Follow Up Boss contacts
Effortlessly manage your contacts and customers with this seamless workflow between Follow Up Boss and Zoho Books. When a new contact is added in Follow Up Boss, this automation will create a customer in Zoho Books. This streamlines your data entry process, saving you valuable time and ensuring consistency across both platforms.
Effortlessly manage your contacts and customers with this seamless workflow between Follow Up Boss and Zoho Books. When a new contact is added in Follow Up Boss, this automation will create a customer in Zoho Books. This streamlines your data entry process, saving you valuable time and ensuring consistency across both platforms.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create Customer
Creates a new customer.
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